Maripau Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Maripau Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Sell	13,778 -691	-5%	-$91.2K	0.68%	37
2026 Q1	$1.64M	Buy	14,469 +156	+1%	+$18.8K	0.72%	34
2025 Q4	$1.76M	Sell	14,313 -304	-2%	-$37.2K	0.81%	35
2025 Q3	$1.76M	Sell	14,617 -1,173	-7%	-$135K	0.89%	34
2025 Q2	$1.74M	Sell	15,790 -1,933	-11%	-$191K	0.87%	29
2025 Q1	$1.65M	Sell	17,723 -2,308	-12%	-$233K	0.94%	28
2024 Q4	$2.03M	Sell	20,031 -15,951	-44%	-$1.59M	1.21%	20
2024 Q3	$3.45M	Sell	35,982 -3,691	-9%	-$341K	2.98%	7
2024 Q2	$3.67M	Buy	39,673 +17,544	+79%	+$1.51M	2.51%	7
2024 Q1	$1.87M	Buy	22,129 +11,403	+106%	+$916K	1.4%	15
2023 Q4	$806K	Buy	10,726 +223	+2%	+$15.9K	0.7%	33
2023 Q3	$719K	Buy	+10,503	New	+$743K	0.66%	35

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Maripau Wealth Management's IVW Position: Q2 2026 in Review

Maripau Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 4.8% in Q2 2026, selling an estimated $91.2K and leaving 13,778 shares worth $1.89M. The position accounts for 0.68% of the portfolio, ranked #37.

Maripau Wealth Management first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.67M in Q2 2024. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Maripau Wealth Management held 13,778 shares of iShares S&P 500 Growth ETF worth $1.89M as of Q2 2026.
Maripau Wealth Management sold 691 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $91.2K.
iShares S&P 500 Growth ETF made up 0.68% of Maripau Wealth Management's portfolio in Q2 2026, its #37 holding.
Maripau Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Maripau Wealth Management's iShares S&P 500 Growth ETF position peaked at $3.67M in Q2 2024.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.